This article first appeared on GuruFocus.
Invesco QQQ (QQQ) led the move, trimming its Alphabet (GOOG) position by $56.8 million on Thursday as ETFs overall net sold $67.7 million of the stock. Fourteen funds were sellers against 47 buyers, though the selling funds traded in larger amounts. It was the third straight day of net selling, following $47.3 million on Wednesday and $5.2 million on Tuesday, after net buying of $222.0 million on Monday and $151.5 million on Oct. 30.
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For the full record of ETF and guru buying and selling in GOOG, see the GOOG guru trades page.
Which ETFs sold GOOG on Thursday?
The largest sellers by dollar value were QQQ ($56.8 million), SPY ($48.8 million) and SPYG ($22.8 million). In all, 47 ETFs added shares and 14 cut them.
ETF
Shares changed
Value
Weight in ETF
-201,500
-$56.8M
2.70%
-173,061
-$48.8M
2.11%
-80,886
-$22.8M
4.02%
-54,706
-$15.4M
8.69%
-20,504
-$5.8M
3.77%
-14,684
-$4.1M
4.04%
-4,575
-$1.3M
4.02%
-4,152
-$1.2M
4.51%
QQQ cut 201,500 shares, leaving it with 41,855,913 shares, or 2.7% of its portfolio. SPY sold $48.8 million, SPYG $22.8 million, XLC $15.4 million and IGM $5.8 million, with smaller reductions from ARKQ, IVW and IWY. Alphabet sits in the Communication Services sector and Internet Content & Information industry, with a market cap of $3.48 trillion.
Have ETFs been buying or selling GOOG lately?
Over the last 5 reported days, ETFs were net buyers on 2 and net sellers on 3, so the recent trend is mostly selling.
Date
Net value
Buying
Selling
Nov. 5
-$67.7M
47
14
Nov. 4
-$47.3M
47
22
Nov. 3
-$5.2M
37
15
Nov. 2
$222.0M
41
22
Oct. 30
$151.5M
37
19
What does GOOG do?
Alphabet is a holding company whose largest business is Google, reported in two segments: Google Services and Google Cloud, with non-Google businesses grouped as Other Bets. Google Services generates most of Alphabet's revenue, primarily from advertising on Google Search, YouTube, and partner properties, and also includes Android, Chrome, Google Play, Maps, Gmail, and devices.
Alphabet reported trailing-12-month revenue of $471.14 billion, up 21.9% over one year, with a 60.9% gross margin and a 50.0% net margin. Its P/E is 14.87, P/B 5.31 and P/S 7.43. The GF Score is 98, and GF Value of $271.70 compares with a price of $283.93. The dividend yield is 0.27%, and the stock is down 9.34% year to date.
GOOG at a glance
Measure
Value
Price
$283.93
Market cap
$3.48T
Revenue (trailing 12 months)
$471.14B
Revenue growth (1 year)
+21.9%
Gross margin
60.9%
Net margin
50.0%
P/E
14.87
P/B
5.31
P/S
7.43
98/100
GF Value
$271.70
Dividend yield
0.27%
Year-to-date return
-9.34%
Investors following GOOG can review its GF Value, guru trades and insider activity on the GOOG summary page.
What should investors watch next for GOOG?
Watch whether the three-day net selling streak extends further, given that buyers still outnumbered sellers on Thursday.
Based on ETF holdings changes reported for Nov. 5, 2026.
See which funds are buying and selling on GuruFocus ETF Trends, or find and compare funds with the ETF Screener.
What else did ETFs trade on Thursday?
Sector Trends: Real Estate Bought, Financial Services Sold on Nov. 5
ETFs Are Net Sellers of Alphabet (GOOGL) on Nov. 5
ETFs Are Net Sellers of Meta Platforms (META) on Nov. 5
